Valeo Financial Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Valeo Financial Advisors’s Portfolio EWZ Stock Details EWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,269	Closed	-$277K	–	932
2021 Q1	$277K	Hold	8,269	–	–	0.01%	370
2020 Q4	$307K	Buy	+8,269	New	+$267K	0.02%	328
2020 Q2	–	Sell	-373	Closed	-$10K	–	2060
2020 Q1	$10K	Sell	373 -117	-24%	-$4.52K	﹤0.01%	1087
2019 Q4	$23K	Buy	+490	New	+$21.5K	﹤0.01%	887

Other funds holding EWZ

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

VPR Management Houston, Texas $249M AUM 23.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valeo Financial Advisors's EWZ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2021, closing a stake of 8,269 shares — an estimated $277K sold.

Valeo Financial Advisors first reported a position in EWZ in Q4 2019 and held it in 4 quarters. The position peaked at $307K in Q4 2020. 248 funds tracked by Wall St. Rank hold EWZ as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 8,269 iShares MSCI Brazil ETF shares in Q2 2021, an estimated $277K.
Valeo Financial Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2019 and held it in 4 quarters.
Valeo Financial Advisors's iShares MSCI Brazil ETF position peaked at $307K in Q4 2020.
248 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.